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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,180 | $45,152+119.7% | $73,836+34.3% | $59,633+66.3% |
| Participation rate | 81.5% | 64.0%+17.5pp | 73.4%+8.1pp | 68.7%+12.9pp |
| Annual return | -0.39% | 27.40%-27.8pp | 2268.06%-2268.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $6,623 | $1,901+248.3% | $2,787+137.6% | $2,203+200.7% |
| Participant deferral / active EE | $2,458 | $2,573-4.5% | $3,583-31.4% | $3,192-23.0% |
| Admin fee / account holder | $4,608 | $3,515+31.1% | $4,882-5.6% | $4,297+7.2% |